Past Events

Apr
21 - 22
2021

On-Demand Sessions
Open to business leaders and senior executives and restricted to MMI members | Press allowed

Co-Chairs:
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group

Accelerating Innovation

MMI Summit

Mar
30
2021

Tuesday, March 30, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | No press

The COVID-19 pandemic has dramatically impacted investor needs and expectations – and caused financial institutions of all types to rethink every aspect of how they attract, engage and service clients.


Mar
25
2021

Thursday, March 25, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | Press allowed

In honor of Women’s History Month, we’ve assembled a panel of bold, innovative leaders who are making a big impact on the advisory industry today.

MMI Webinars

Mar
23
2021

Tuesday, March 23, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | No press

Are you an asset management head of distribution, institutional or retail distribution leader, head of consultant relations, head of client service, single-family office or multi-family office professional, or alternative investment manager interested in building out an institutional or retail presence? DON’T MISS THIS COMPLIMENTARY VIRTUAL ROUNDTABLE!


Mar
18
2021

Thursday, March 18, 2021 at 3:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

To understand the shifting dynamics and challenges that wholesalers face in building and sustaining advisor relationships, FUSE Research Network went straight to the source – sales professionals who are “carrying the bag.”

MMI Webinars

Mar
17
2021

Wednesday, March 17, 2021 at 11:00 AM ET
Complimentary admission | Open to members only | No press

With the onset of a global pandemic, 2020 was a year of massive disruption. The asset management industry was faced with a shock to the real economy, extreme market volatility and an intensified focus on social issues. 

MMI Webinars

Feb
10 - 11
2021

February 10 & 11, 2021

Co-Chairs:
Mike Saliba, Head of U.S. Intermediary Business, Baillie Gifford
Robert Tynes, Manager, RIA Relationships, Confluence Investment Management

What’s your firm’s growth strategy for 2021?

Emerging Asset Managers

Feb
4
2021

Thursday, February 4, 2021 | MMI Webinar

Join us on ThursdayFebruary 4 at 2:00 PM ET for a members-only MMI Webinar, presented by the Distribution & Sales Community. Four senior sales leaders will debate and discuss a range of distribution team compensation trends, including: 


 

 

MMI Webinars

Jan
28
2021

Deliver on business strategy by developing a flexible, knowledgeable workforce and a culture built on resilience.


Jan
25
2021

Monday, January 25, 2021 | MMI Webinar

Join us for this one-hour, member-only MMI Webinar that will provide an overview of the SEC’s recently adopted Advisers Act Marketing Rule and how the new rule will change how advisers market and sell their products and services.

Steve Stone and Christine Lombardo of Morgan Lewis will cover the following topics and answer questions:

 

MMI Webinars